See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,430 | $65,395-74.9% | $182,532-91.0% | $72,985-77.5% |
| Participation rate | 79.5% | 65.4%+14.0pp | 78.0%+1.5pp | 69.5%+10.0pp |
| Annual return | 20.08% | 27.68%-7.6pp | 148.54%-128.5pp | 81.00%-60.9pp |
| Employer contribution / active EE | $165 | $1,911-91.4% | $4,076-95.9% | $2,440-93.2% |
| Participant deferral / active EE | $1,045 | $3,563-70.7% | $5,524-81.1% | $3,607-71.0% |
| Admin fee / account holder | $463 | $4,245-89.1% | $8,592-94.6% | $5,124-91.0% |